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Albion Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Albion Financial Group’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,530
Closed -$170K – 657
2026
Q1 		$170K Buy
+1,530
New +$175K 0.01% 181
2022
Q1 		– Sell
-11,236
Closed -$901K – 594
2021
Q4 		$901K Buy
+11,236
New +$880K 0.07% 123

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Albion Financial Group's AVUS Position: Q2 2026 in Review

Albion Financial Group sold out of Avantis US Equity ETF (AVUS) in Q2 2026, closing a stake of 1,530 shares — an estimated $170K sold.

Albion Financial Group first reported a position in AVUS in Q4 2021 and held it in 2 quarters. The position peaked at $901K in Q4 2021. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Albion Financial Group reported no remaining Avantis US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Albion Financial Group sold 1,530 Avantis US Equity ETF shares in Q2 2026, an estimated $170K.
  • Albion Financial Group first reported a position in Avantis US Equity ETF in Q4 2021 and held it in 2 quarters.
  • Albion Financial Group's Avantis US Equity ETF position peaked at $901K in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.